+287.1%
KR vs JD
+46.5%
+240.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.4% |
| 7D | +4.6% | -4.1% | +8.7% | +4.6% |
| 30D | +12.2% | +4.6% | +7.6% | +12.2% |
| 3M | +24.6% | -4.7% | +29.3% | +24.6% |
| 6M | +8.2% | -17.4% | +25.5% | +8.3% |
| YTD | +15.3% | +0.7% | +14.6% | +15.2% |
| 1Y | +9.8% | -5.9% | +15.6% | +9.8% |
| 3Y | +71.4% | +18.9% | +52.5% | +69.8% |
| 5Y | +85.1% | -62.9% | +148.0% | +87.3% |
| 10Y | +159.4% | +32.5% | +126.9% | +136.1% |
| All | +287.1% | +46.5% | +240.7% | +257.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded JD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling